What’s the Next 40 Years Look Like?
Imagine telling someone 40 years ago that Japan would go from 40% of the global stock market to 5%. And the US would go...
The New Food Pyramid
Lots of chatter about the new Food Pyramid, which is a near inverse of the rankings of my childhood. Funny to see the consensus...
Why Crappy Mutual Funds Survive
We're still early...one reason that high-fee, crappy, tax-inefficient mutual funds survive - the education gap.
None of the contestants on Jeopardy tonight knew what “ETF”...
Is It Time for Equal Weight?
via Biello
"The S&P 500 has outperformed the S&P 500 Equal Weight Index by 34% over the past 3 years, the widest 3-year performance gap...
Authors on the Podcast in 2025
I talked to 15 authors on the podcast in 2025. Check out the list below!
Pattern Breakers: Why Some Start-Ups Change the Future by Mike...
Will Nvidia Still Be Dominant in the Future?
None of the top stocks from 1985 are still on top today...
Fun chart via Visual Capitalist
Can You Beat a Low Cost ETF?
The question every endowment and foundation should honestly ask themselves: "Can we beat a low-cost ETF?"
The answer for nearly all of them is...
Changing Your Mind
"One of the hardest things to do in the investment business is to significantly change your allocations after you've been right" - Jeff Gundlach
Explains...
Not Disrupted….Yet
There's about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%.
There's about $20 billion in asset allocation ETFs that...
